Kelsey A. Brock, J.D.

Partner

Dallas Office
300 Crescent Court, Suite 1350
Dallas, Texas 75201
kbrock@theblumfirm.com
_______________________________________

Legal Assistant

Creeana Daniel
214-751-2130
cdaniel@theblumfirm.com
_______________________________________

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Kelsey A. Brock, J.D., focuses her estate planning practice on high net worth individuals. She advises clients regarding both tax and non-tax aspects of estate planning, from assisting with the creation and implementation of foundational estate plans to the structuring of complex transactions involving trusts and other entities. She is passionate about charitable planning, including the formation of private foundations, public charities, and other charitable vehicles. Her practice also includes estate administration and the probate of uncontested estates, along with real estate transactions, premarital agreements, and business formation.

Education & Accreditations

  • Texas Tech University School of Law (2013)
    J.D., magna cum laude
    Managing Editor, Texas Tech Law Review
    CALI/Top Grade Award: Health Care Mediation Clinic
    American Jurisprudence/Distinction Awards for Nonprofit Organizations and Legal Practice II
    President, Christian Legal Society
  • Texas Tech University Health Sciences Center (2008, 2010)
    B.S. in Speech, Language & Hearing Sciences, summa cum laude
    M.S. in Speech-Language Pathology
  • State Bar of Texas
  • Board Certified in Estate Planning and Probate Law, Texas Board of Legal Specialization

Professional Memberships & Designations

  • Chartered Advisor in Philanthropy®
  • American Bar Association
  • State Bar of Texas – Tax Section; Real Estate, Probate, and Trust Law Section
  • Dallas Bar Association – Probate, Trusts, and Estates Section; Tax Section
  • Dallas Estate Planning Council – Board of Governors; Emerging Professionals Initiative Committee
  • The Dallas Foundation’s Women’s Philanthropy Institute
  • The Dallas Foundation Advisory Council
  • Communities Foundation of Texas’s Emerging Leaders in Philanthropy (2018-2019)
  • Dallas Council of Charitable Gift Planners – Board of Directors

Publications & Speeches

  • “Health and Wealth in a Digital Age,” Co-Presenter, Cooper Institute Life Long Learning Event (2018)
  • “Estate Planning under the New Tax Act,” Wichita Falls Society of CPAs (2018)
  • “Estate Planning in the Digital Age,” Preston Center Rotary Club (2018)
  • “Changing Unitrust Payment Rates in Trust,” www.WealthManagement.com (July 24, 2018)

Community Service & Personal Interests

  • Junior League of Dallas
  • Eastside Community Church
  • Enjoys exercising, traveling, reading, and Texas Tech athletics